CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.33%
2 Technology 5.23%
3 Financials 3.87%
4 Real Estate 2.49%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$46K 0.05%
+380
127
$46K 0.05%
+143
128
$45K 0.04%
+1,300
129
$43K 0.04%
+1,800
130
$43K 0.04%
+1,156
131
$42K 0.04%
+228
132
$42K 0.04%
+1,536
133
$41K 0.04%
+175
134
$40K 0.04%
+1,808
135
$40K 0.04%
+475
136
$39K 0.04%
+75
137
$39K 0.04%
+740
138
$39K 0.04%
+400
139
$38K 0.04%
+380
140
$38K 0.04%
+3,600
141
$37K 0.04%
+400
142
$36K 0.04%
+15
143
$36K 0.04%
+510
144
$36K 0.04%
+495
145
$36K 0.04%
+326
146
$36K 0.04%
+500
147
$35K 0.03%
+200
148
$35K 0.03%
+260
149
$34K 0.03%
+766
150
$34K 0.03%
+700
4 5
6
7 8